Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)

<p><span style="color: #333333;">Today’s episode is a true hedge fund master class. We convened a panel of three longstanding investors in the space - Craig Bergstrom, CIO and a Managing Partner of Corbin Capital Partners, Adam Blitz, CEO and CIO of Evanston Capital Management and a past guest on the show, and Dan Fagan, portfolio manager at GIC, Singapore’s sovereign wealth fund. All three have been in the space the better part of two decades and have both a wealth of experience and nuanced understanding to share.</span></p> <p><span style="color: #333333;"><br /> Our conversation covers their respective investment approaches, impact of the higher rate environment, managing liquidity, and the potential for contagion. From there, we canvass perspectives on platform hedge funds, long-short equity, credit, and macro strategies. We close discussing fees, the most interesting opportunities, and places to avoid going forward.<br /> <br /> <strong>Show Notes</strong><br /> 04:36    Firm and investment approach overview<br /> 11:07    Impact of higher rate environment<br /> 14:41    Asset allocation vs. manager selection<br /> 17:32    Market liquidity and contagion risk<br /> 23:54    LP liquidity<br /> 31:35    Platform hedge funds<br /> 43:52    Long-short equity<br /> 50:44    Credit opportunities<br /> 52:54    Macro strategies<br /> 57:56    Fees<br /> 1:04:29 Best ideas<br /> 1:08:22 Risks</span></p> <p> </p> <p><strong>Learn More</strong></p> <p>Follow Ted on Twitter at <a title= "https://twitter.com/tseides?lang=en" href= "https://twitter.com/tseides?lang=en">@tseides</a> or <a title="https://www.linkedin.com/in/tedseides/" href="https://www.linkedin.com/in/tedseides/">LinkedIn</a></p> <p>Subscribe to the <a title="https://capitalallocators.com/" href="https://capitalallocators.com/">mailing list</a></p> <p>Access Transcript with <a title= "https://capitalallocators.com/signup" href= "https://capitalallocators.com/signup">Premium Membership</a></p>